Bragg Financial Advisors
Latest statistics and disclosures from Bragg Financial Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, VBR, GOOG, RLI, and represent 10.81% of Bragg Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: PLUS (+$14M), SFM (+$9.8M), NJR (+$9.5M), UGI (+$7.8M), AGCO (+$5.5M), IMKTA, NFLX, PGR, KO, NOW.
- Started 14 new stock positions in MU, SOLS, IEFA, DLTR, NCNO, CW, MCK, Q, CAH, IBB. DAL, SHW, CMG, MSI.
- Reduced shares in these 10 stocks: FN (-$45M), IDCC (-$11M), SAIC, PRU, IAC, AVGO, PPG, CNXC, APD, GOOG.
- Sold out of its positions in AVDX, BAM, GPN, MBB, NEAR, SGOV, KNF, SCHX, SCHI, SCHR. UNF.
- Bragg Financial Advisors was a net buyer of stock by $35M.
- Bragg Financial Advisors has $3.1B in assets under management (AUM), dropping by 1.62%.
- Central Index Key (CIK): 0001327055
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Portfolio Holdings for Bragg Financial Advisors
Bragg Financial Advisors holds 347 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 2.7 | $82M | 301k | 271.86 |
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| Microsoft Corporation (MSFT) | 2.6 | $80M | 166k | 483.62 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 2.0 | $63M | 295k | 211.79 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.9 | $58M | -3% | 184k | 313.80 |
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| Rli (RLI) | 1.6 | $50M | +4% | 781k | 63.98 |
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| UGI Corporation (UGI) | 1.6 | $49M | +18% | 1.3M | 37.43 |
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| SYNNEX Corporation (SNX) | 1.5 | $47M | 314k | 150.23 |
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| Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) | 1.5 | $46M | 610k | 75.43 |
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| InterDigital (IDCC) | 1.4 | $44M | -19% | 137k | 318.38 |
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| Broadcom (AVGO) | 1.3 | $41M | -5% | 118k | 346.10 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 1.3 | $41M | +2% | 135k | 302.11 |
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| Applied Materials (AMAT) | 1.3 | $40M | 155k | 256.99 |
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| Oracle Corporation (ORCL) | 1.2 | $37M | 190k | 194.91 |
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| Rev | 1.1 | $35M | 574k | 60.81 |
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| Meta Platforms Cl A (META) | 1.1 | $35M | +5% | 53k | 660.09 |
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| Vanguard Index Fds Growth Etf (VUG) | 1.1 | $35M | +6% | 71k | 487.86 |
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| New Jersey Resources Corporation (NJR) | 1.1 | $34M | +38% | 744k | 46.12 |
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| American Express Company (AXP) | 1.1 | $33M | 90k | 369.95 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 1.1 | $33M | +2% | 432k | 75.44 |
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| Oshkosh Corporation (OSK) | 1.0 | $32M | 257k | 125.63 |
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| Amazon (AMZN) | 1.0 | $32M | 137k | 230.82 |
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| CSG Systems International (CSGS) | 1.0 | $31M | 409k | 76.69 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 1.0 | $31M | +3% | 176k | 177.37 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 1.0 | $31M | +5% | 616k | 50.29 |
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| JPMorgan Chase & Co. (JPM) | 1.0 | $31M | +3% | 96k | 322.22 |
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| Bofi Holding (AX) | 1.0 | $31M | 356k | 86.16 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 1.0 | $30M | +4% | 109k | 279.14 |
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| Servisfirst Bancshares (SFBS) | 1.0 | $30M | 420k | 71.79 |
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| Vanguard Index Fds Value Etf (VTV) | 1.0 | $30M | +3% | 158k | 190.99 |
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| CNO Financial (CNO) | 1.0 | $30M | +8% | 695k | 42.47 |
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| Arrow Electronics (ARW) | 1.0 | $29M | +7% | 265k | 110.18 |
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| MGIC Investment (MTG) | 0.9 | $28M | +4% | 971k | 29.22 |
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| Nelnet Cl A (NNI) | 0.9 | $28M | +3% | 213k | 132.96 |
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| John Bean Technologies Corporation (JBTM) | 0.9 | $28M | 187k | 150.67 |
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| MDU Resources (MDU) | 0.9 | $28M | +9% | 1.4M | 19.52 |
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| NVIDIA Corporation (NVDA) | 0.9 | $28M | 148k | 186.50 |
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| Fabrinet SHS (FN) | 0.9 | $27M | -62% | 60k | 455.28 |
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| Cisco Systems (CSCO) | 0.9 | $27M | 350k | 77.03 |
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| Pvh Corporation (PVH) | 0.9 | $27M | 398k | 67.02 |
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| Synaptics, Incorporated (SYNA) | 0.9 | $26M | 356k | 74.02 |
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| Vishay Intertechnology (VSH) | 0.8 | $26M | 1.8M | 14.49 |
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| Ingles Mkts Cl A (IMKTA) | 0.8 | $26M | +22% | 372k | 68.55 |
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| Littelfuse (LFUS) | 0.8 | $25M | 100k | 252.92 |
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| AGCO Corporation (AGCO) | 0.8 | $25M | +28% | 239k | 104.32 |
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| Wal-Mart Stores (WMT) | 0.8 | $25M | -3% | 223k | 111.41 |
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| Msc Indl Direct Cl A (MSM) | 0.8 | $24M | 282k | 84.10 |
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| Corning Incorporated (GLW) | 0.7 | $23M | -5% | 262k | 87.56 |
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| Sprouts Fmrs Mkt (SFM) | 0.7 | $23M | +74% | 287k | 79.67 |
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| Eaton Corp SHS (ETN) | 0.7 | $22M | 68k | 318.51 |
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| G-III Apparel (GIII) | 0.7 | $21M | 733k | 28.96 |
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| Raytheon Technologies Corp (RTX) | 0.7 | $21M | -3% | 115k | 183.40 |
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| Advanced Micro Devices (AMD) | 0.7 | $21M | -3% | 98k | 214.16 |
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| Horace Mann Educators Corporation (HMN) | 0.7 | $21M | 455k | 46.18 |
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| McDonald's Corporation (MCD) | 0.7 | $21M | 69k | 305.63 |
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| International Business Machines (IBM) | 0.6 | $20M | +2% | 67k | 296.21 |
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| Scholastic Corporation (SCHL) | 0.6 | $20M | +12% | 669k | 29.63 |
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| TJX Companies (TJX) | 0.6 | $20M | 129k | 153.61 |
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| Levi Strauss & Co Cl A Com Stk (LEVI) | 0.6 | $20M | 947k | 20.74 |
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| Rent-A-Center (UPBD) | 0.6 | $19M | +12% | 1.1M | 17.56 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.6 | $19M | +4% | 223k | 83.75 |
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| Johnson & Johnson (JNJ) | 0.6 | $19M | +4% | 89k | 206.95 |
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| Home Depot (HD) | 0.6 | $18M | 52k | 344.10 |
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| Booking Holdings (BKNG) | 0.6 | $18M | 3.3k | 5354.78 |
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| Mastercard Incorporated Cl A (MA) | 0.6 | $17M | 30k | 570.88 |
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| Rbc Cad (RY) | 0.6 | $17M | 99k | 170.49 |
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| Science App Int'l (SAIC) | 0.6 | $17M | -22% | 168k | 100.66 |
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| Amgen (AMGN) | 0.5 | $17M | 51k | 327.31 |
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| Abbvie (ABBV) | 0.5 | $17M | 73k | 228.49 |
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| Ge Aerospace Com New (GE) | 0.5 | $17M | -4% | 54k | 308.03 |
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| Costco Wholesale Corporation (COST) | 0.5 | $17M | 19k | 862.34 |
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| Walt Disney Company (DIS) | 0.5 | $16M | +2% | 144k | 113.77 |
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| Qualcomm (QCOM) | 0.5 | $16M | +3% | 95k | 171.05 |
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| Ameriprise Financial (AMP) | 0.5 | $16M | 33k | 490.34 |
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| ePlus (PLUS) | 0.5 | $16M | +787% | 182k | 87.70 |
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| Progressive Corporation (PGR) | 0.5 | $16M | +40% | 69k | 227.72 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.5 | $16M | +4% | 58k | 268.30 |
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| Merck & Co (MRK) | 0.5 | $15M | 147k | 105.26 |
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| Danaher Corporation (DHR) | 0.5 | $15M | 67k | 228.92 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $15M | -3% | 49k | 313.00 |
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| Exxon Mobil Corporation (XOM) | 0.5 | $15M | +4% | 126k | 120.34 |
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| Raymond James Financial (RJF) | 0.5 | $15M | +3% | 93k | 160.59 |
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| Advance Auto Parts (AAP) | 0.5 | $15M | 371k | 39.30 |
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| Iac Com New (IAC) | 0.5 | $15M | -14% | 370k | 39.10 |
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| Eli Lilly & Co. (LLY) | 0.5 | $14M | 13k | 1074.69 |
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| Procter & Gamble Company (PG) | 0.5 | $14M | 98k | 143.31 |
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| Tesla Motors (TSLA) | 0.5 | $14M | -2% | 31k | 449.72 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.5 | $14M | +4% | 46k | 303.89 |
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| Abbott Laboratories (ABT) | 0.5 | $14M | 112k | 125.29 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.5 | $14M | +5% | 13k | 1069.86 |
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| Vanguard Scottsdale Fds Vng Rus2000val (VTWV) | 0.4 | $14M | 86k | 159.93 |
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| Union Pacific Corporation (UNP) | 0.4 | $14M | 59k | 231.32 |
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| Trane Technologies SHS (TT) | 0.4 | $13M | +3% | 34k | 389.20 |
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| Honeywell International (HON) | 0.4 | $13M | 67k | 195.09 |
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| Everus Constr Group (ECG) | 0.4 | $13M | 151k | 85.56 |
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| Darling International (DAR) | 0.4 | $13M | 356k | 36.00 |
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| salesforce (CRM) | 0.4 | $13M | +6% | 48k | 264.91 |
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| Southern Company (SO) | 0.4 | $13M | 145k | 87.20 |
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| Qorvo (QRVO) | 0.4 | $12M | 146k | 84.51 |
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| Blackrock (BLK) | 0.4 | $12M | +2% | 11k | 1070.34 |
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| Blackstone Group Inc Com Cl A (BX) | 0.4 | $12M | +5% | 75k | 154.14 |
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| Ducommun Incorporated (DCO) | 0.4 | $12M | 121k | 95.13 |
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| Adobe Systems Incorporated (ADBE) | 0.3 | $11M | +5% | 30k | 349.99 |
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| UnitedHealth (UNH) | 0.3 | $10M | +2% | 31k | 330.11 |
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| Ishares Tr National Mun Etf (MUB) | 0.3 | $10M | +5% | 96k | 107.11 |
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| Pepsi (PEP) | 0.3 | $10M | +2% | 70k | 143.52 |
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| Shell Spon Ads (SHEL) | 0.3 | $9.7M | 131k | 73.48 |
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| Prologis (PLD) | 0.3 | $9.6M | 75k | 127.66 |
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| ConocoPhillips (COP) | 0.3 | $9.4M | 100k | 93.61 |
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| Metropcs Communications (TMUS) | 0.3 | $9.3M | +40% | 46k | 203.04 |
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| Comcast Corp Cl A (CMCSA) | 0.3 | $9.0M | -2% | 302k | 29.89 |
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| Rio Tinto Sponsored Adr (RIO) | 0.3 | $8.2M | 103k | 80.03 |
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| Thermo Fisher Scientific (TMO) | 0.3 | $8.1M | +2% | 14k | 579.45 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.3 | $7.9M | +69% | 77k | 101.98 |
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| Nextera Energy (NEE) | 0.3 | $7.8M | 97k | 80.28 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $7.7M | -2% | 11k | 681.92 |
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| Lowe's Companies (LOW) | 0.2 | $7.6M | -3% | 31k | 241.16 |
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| Gra (GGG) | 0.2 | $7.5M | 91k | 81.97 |
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| Stryker Corporation (SYK) | 0.2 | $7.3M | +5% | 21k | 351.47 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $7.2M | -11% | 42k | 173.49 |
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| Deere & Company (DE) | 0.2 | $7.2M | +14% | 16k | 465.58 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.2 | $7.2M | +5% | 67k | 106.70 |
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| Pfizer (PFE) | 0.2 | $7.1M | 286k | 24.90 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $6.9M | 14k | 502.65 |
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| Prudential Financial (PRU) | 0.2 | $6.7M | -38% | 59k | 112.88 |
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| Coca-Cola Company (KO) | 0.2 | $6.4M | +156% | 92k | 69.91 |
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| Starbucks Corporation (SBUX) | 0.2 | $6.3M | -13% | 75k | 84.21 |
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| VSE Corporation (VSEC) | 0.2 | $6.2M | -13% | 36k | 172.77 |
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| Csw Industrials (CSW) | 0.2 | $5.8M | -5% | 20k | 293.53 |
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| Nike CL B (NKE) | 0.2 | $5.8M | +15% | 91k | 63.71 |
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| Graphic Packaging Holding Company (GPK) | 0.2 | $5.8M | +28% | 383k | 15.06 |
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| Air Products & Chemicals (APD) | 0.2 | $5.7M | -27% | 23k | 247.02 |
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| Concentrix Corp (CNXC) | 0.2 | $5.7M | -29% | 137k | 41.58 |
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| Equinix (EQIX) | 0.2 | $5.4M | 7.1k | 766.18 |
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| Palo Alto Networks (PANW) | 0.2 | $5.4M | +14% | 29k | 184.20 |
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| Chevron Corporation (CVX) | 0.2 | $5.4M | -2% | 35k | 152.41 |
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| Boston Properties (BXP) | 0.2 | $5.1M | +2% | 76k | 67.48 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.2 | $5.1M | -4% | 86k | 59.54 |
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| American Tower Reit (AMT) | 0.2 | $5.1M | +2% | 29k | 175.57 |
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| Netflix (NFLX) | 0.2 | $5.0M | +1244% | 53k | 93.76 |
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| Constellation Energy (CEG) | 0.2 | $4.7M | +12% | 13k | 353.27 |
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| Paypal Holdings (PYPL) | 0.2 | $4.7M | -3% | 81k | 58.38 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $4.5M | 6.00 | 754800.00 |
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| Servicenow (NOW) | 0.1 | $4.4M | +497% | 29k | 153.19 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $4.3M | -3% | 37k | 117.21 |
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| Truist Financial Corp equities (TFC) | 0.1 | $4.2M | +8% | 85k | 49.21 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $3.9M | -2% | 13k | 314.80 |
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| Fiserv (FI) | 0.1 | $3.9M | -23% | 58k | 67.17 |
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| Ge Vernova (GEV) | 0.1 | $3.9M | 5.9k | 653.57 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $3.8M | 11k | 335.27 |
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| Five Star Bancorp (FSBC) | 0.1 | $3.7M | 103k | 35.78 |
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| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.1 | $3.7M | +3% | 78k | 47.08 |
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| Deckers Outdoor Corporation (DECK) | 0.1 | $3.6M | 35k | 103.67 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $3.5M | +3% | 32k | 109.91 |
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| Bank of New York Mellon Corporation (BK) | 0.1 | $3.4M | -5% | 30k | 116.09 |
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| Hershey Company (HSY) | 0.1 | $3.4M | +2% | 19k | 181.98 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $3.3M | 13k | 257.95 |
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| Caterpillar (CAT) | 0.1 | $3.3M | -3% | 5.8k | 572.87 |
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| Bank of America Corporation (BAC) | 0.1 | $3.3M | 59k | 55.00 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.1 | $3.2M | +2% | 54k | 59.93 |
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| General Dynamics Corporation (GD) | 0.1 | $3.1M | 9.3k | 336.64 |
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| L.B. Foster Company (FSTR) | 0.1 | $3.1M | 114k | 26.95 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $2.8M | +102% | 19k | 143.97 |
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| Becton, Dickinson and (BDX) | 0.1 | $2.8M | -16% | 14k | 194.07 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $2.6M | 20k | 131.59 |
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| Linde SHS (LIN) | 0.1 | $2.6M | +1180% | 6.1k | 426.39 |
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| Spdr Series Trust State Street Spd (HYMB) | 0.1 | $2.6M | 104k | 24.94 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $2.5M | -3% | 3.3k | 753.78 |
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| W.W. Grainger (GWW) | 0.1 | $2.5M | -5% | 2.4k | 1009.05 |
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| Valero Energy Corporation (VLO) | 0.1 | $2.4M | -4% | 15k | 162.79 |
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| Flowers Foods (FLO) | 0.1 | $2.4M | 225k | 10.88 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $2.4M | +3% | 30k | 78.81 |
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| Chipotle Mexican Grill (CMG) | 0.1 | $2.3M | NEW | 63k | 37.00 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $2.3M | 12k | 199.68 |
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| Select Sector Spdr Tr State Street Com (XLC) | 0.1 | $2.3M | +2% | 20k | 117.72 |
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| T. Rowe Price (TROW) | 0.1 | $2.3M | -7% | 23k | 102.38 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $2.2M | 3.6k | 627.13 |
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| Quanta Services (PWR) | 0.1 | $2.2M | -27% | 5.3k | 422.06 |
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| Sherwin-Williams Company (SHW) | 0.1 | $2.2M | NEW | 6.8k | 324.03 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $2.2M | 3.2k | 684.94 |
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| PPG Industries (PPG) | 0.1 | $2.2M | -52% | 21k | 102.46 |
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| Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) | 0.1 | $2.2M | 9.2k | 235.99 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $2.1M | 7.4k | 290.23 |
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| Live Oak Bancshares (LOB) | 0.1 | $2.0M | 59k | 34.35 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $2.0M | +140% | 9.2k | 219.78 |
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| Darden Restaurants (DRI) | 0.1 | $2.0M | -4% | 11k | 184.02 |
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| Ingersoll Rand (IR) | 0.1 | $2.0M | -4% | 25k | 79.22 |
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| Spdr Series Trust State Street Spd (SHM) | 0.1 | $1.9M | +14% | 40k | 47.99 |
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| Ishares Tr Broad Usd High (USHY) | 0.1 | $1.9M | +338% | 51k | 37.39 |
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| Exelon Corporation (EXC) | 0.1 | $1.9M | -12% | 43k | 43.59 |
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| Allegheny Technologies Incorporated (ATI) | 0.1 | $1.8M | +3% | 16k | 114.76 |
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| Goldman Sachs (GS) | 0.1 | $1.8M | 2.0k | 879.00 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $1.7M | -2% | 27k | 62.47 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.1 | $1.7M | +6% | 35k | 48.32 |
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| Bristol Myers Squibb (BMY) | 0.1 | $1.6M | -7% | 30k | 53.94 |
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| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.1 | $1.6M | 5.2k | 309.04 |
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| Anthem (ELV) | 0.1 | $1.6M | 4.5k | 350.55 |
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| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.1 | $1.6M | 33k | 46.92 |
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| Vanguard World Health Car Etf (VHT) | 0.0 | $1.5M | 5.3k | 287.85 |
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| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.0 | $1.4M | 6.9k | 204.85 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $1.4M | 30k | 46.59 |
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| Phillips 66 (PSX) | 0.0 | $1.3M | 10k | 129.04 |
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| Visa Com Cl A (V) | 0.0 | $1.3M | 3.6k | 350.71 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $1.3M | 11k | 113.72 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $1.2M | +2% | 23k | 53.76 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $1.2M | 3.8k | 323.01 |
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| Centene Corporation (CNC) | 0.0 | $1.2M | 30k | 41.15 |
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| Colgate-Palmolive Company (CL) | 0.0 | $1.2M | -8% | 15k | 79.02 |
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| Automatic Data Processing (ADP) | 0.0 | $1.2M | -2% | 4.6k | 257.23 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $1.2M | 8.3k | 141.15 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $1.1M | 9.5k | 120.96 |
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| Wells Fargo & Company (WFC) | 0.0 | $1.1M | 12k | 93.20 |
|
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $1.1M | 12k | 96.88 |
|
|
| Spdr Series Trust State Street Spd (SPYX) | 0.0 | $1.1M | 20k | 56.19 |
|
|
| Spdr Index Shs Fds Msci Acwi Exus (CWI) | 0.0 | $1.1M | -5% | 31k | 35.92 |
|
| 3M Company (MMM) | 0.0 | $1.1M | +13% | 7.0k | 160.11 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $1.1M | 4.5k | 246.16 |
|
|
| Intel Corporation (INTC) | 0.0 | $1.1M | 29k | 36.90 |
|
|
| Coca-Cola Bottling Co. Consolidated (COKE) | 0.0 | $1.0M | -3% | 6.8k | 153.30 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $1.0M | 8.6k | 120.18 |
|
|
| Verizon Communications (VZ) | 0.0 | $1.0M | -50% | 25k | 40.73 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $1.0M | 12k | 88.49 |
|
|
| AFLAC Incorporated (AFL) | 0.0 | $1.0M | -8% | 9.2k | 110.27 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $968k | 10k | 95.09 |
|
|
| Ishares Tr Esg Aware Msci (ESML) | 0.0 | $967k | +2% | 21k | 45.98 |
|
| Dupont De Nemours (DD) | 0.0 | $914k | -12% | 23k | 40.20 |
|
| General Mills (GIS) | 0.0 | $890k | 19k | 46.50 |
|
|
| Marriott Intl Cl A (MAR) | 0.0 | $890k | 2.9k | 310.24 |
|
|
| Allegion Ord Shs (ALLE) | 0.0 | $876k | 5.5k | 159.22 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $865k | -3% | 1.8k | 473.30 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $844k | +2% | 8.8k | 96.03 |
|
| Qnity Electronics Common Stock (Q) | 0.0 | $816k | NEW | 10k | 81.65 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $785k | -3% | 1.3k | 614.31 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $784k | 7.8k | 99.91 |
|
|
| Yum! Brands (YUM) | 0.0 | $759k | 5.0k | 151.28 |
|
|
| SYSCO Corporation (SYY) | 0.0 | $734k | -3% | 10k | 73.69 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $727k | 7.6k | 96.27 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $725k | 11k | 66.00 |
|
|
| Ball Corporation (BALL) | 0.0 | $716k | 14k | 52.97 |
|
|
| Boeing Company (BA) | 0.0 | $700k | 3.2k | 217.12 |
|
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.0 | $693k | 13k | 54.77 |
|
|
| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.0 | $690k | +3% | 16k | 44.65 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $678k | 5.0k | 136.94 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $652k | -12% | 4.5k | 143.52 |
|
| Bloom Energy Corp Com Cl A (BE) | 0.0 | $652k | -49% | 7.5k | 86.89 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $647k | -3% | 12k | 53.83 |
|
| Carrier Global Corporation (CARR) | 0.0 | $645k | -3% | 12k | 52.84 |
|
| Dimensional Etf Trust Intl High Profit (DIHP) | 0.0 | $636k | 20k | 31.66 |
|
|
| Vanguard World Consum Stp Etf (VDC) | 0.0 | $634k | 3.0k | 211.24 |
|
|
| At&t (T) | 0.0 | $628k | +5% | 25k | 24.84 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $609k | 4.3k | 141.05 |
|
|
| Fortive (FTV) | 0.0 | $607k | -4% | 11k | 55.21 |
|
| Zoetis Cl A (ZTS) | 0.0 | $603k | +46% | 4.8k | 125.82 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $601k | +26% | 10k | 58.73 |
|
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.0 | $581k | 6.2k | 93.97 |
|
|
| Dominion Resources (D) | 0.0 | $572k | -13% | 9.8k | 58.59 |
|
| Vanguard World Comm Srvc Etf (VOX) | 0.0 | $561k | 2.9k | 193.64 |
|
|
| Spdr Series Trust State Street Spd (SPIB) | 0.0 | $558k | -15% | 17k | 33.81 |
|
| Public Storage (PSA) | 0.0 | $558k | -2% | 2.2k | 259.44 |
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.0 | $549k | +12% | 7.7k | 71.62 |
|
| Select Sector Spdr Tr State Street Hea (XLV) | 0.0 | $544k | 3.5k | 154.80 |
|
|
| Analog Devices (ADI) | 0.0 | $544k | -2% | 2.0k | 271.20 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $543k | 899.00 | 603.45 |
|
|
| Vanguard World Industrial Etf (VIS) | 0.0 | $540k | 1.8k | 298.38 |
|
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $533k | 7.9k | 67.13 |
|
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.0 | $531k | -7% | 20k | 26.49 |
|
| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.0 | $529k | +29% | 10k | 52.41 |
|
| Capital One Financial (COF) | 0.0 | $525k | -3% | 2.2k | 242.36 |
|
| Vanguard World Consum Dis Etf (VCR) | 0.0 | $522k | 1.3k | 393.92 |
|
|
| Select Sector Spdr Tr State Street Ind (XLI) | 0.0 | $507k | 3.3k | 155.12 |
|
|
| Vanguard World Financials Etf (VFH) | 0.0 | $503k | +2% | 3.8k | 133.49 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $499k | 16k | 30.96 |
|
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $494k | 6.2k | 79.73 |
|
|
| Spdr Series Trust State Street Spd (SPSB) | 0.0 | $491k | 16k | 30.20 |
|
|
| Pinnacle Financial Partners | 0.0 | $490k | -3% | 5.1k | 95.41 |
|
| Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) | 0.0 | $485k | -6% | 11k | 45.89 |
|
| Solstice Advanced Matls Com Shs (SOLS) | 0.0 | $484k | NEW | 10k | 48.58 |
|
| Illinois Tool Works (ITW) | 0.0 | $482k | +15% | 2.0k | 246.30 |
|
| Spdr Series Trust State Street Spd (SPMB) | 0.0 | $480k | 21k | 22.41 |
|
|
| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.0 | $477k | 5.3k | 90.40 |
|
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $466k | 1.0k | 444.59 |
|
|
| Select Sector Spdr Tr State Street Con (XLY) | 0.0 | $461k | +93% | 3.9k | 119.41 |
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.0 | $457k | 19k | 24.37 |
|
|
| Genuine Parts Company (GPC) | 0.0 | $454k | -12% | 3.7k | 122.96 |
|
| Fifth Third Ban (FITB) | 0.0 | $451k | 9.6k | 46.81 |
|
|
| Ishares Tr Esg Awre Usd Etf (SUSC) | 0.0 | $445k | +4% | 19k | 23.38 |
|
| Enbridge (ENB) | 0.0 | $436k | 9.1k | 47.92 |
|
|
| Simon Property (SPG) | 0.0 | $435k | +8% | 2.4k | 185.11 |
|
| Dell Technologies CL C (DELL) | 0.0 | $431k | 3.4k | 125.88 |
|
|
| Manulife Finl Corp (MFC) | 0.0 | $423k | -3% | 12k | 36.28 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $418k | -2% | 1.1k | 396.31 |
|
| Morgan Stanley Com New (MS) | 0.0 | $418k | -5% | 2.4k | 177.53 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $415k | +12% | 885.00 | 468.76 |
|
| Veralto Corp Com Shs (VLTO) | 0.0 | $413k | -2% | 4.1k | 99.78 |
|
| Motorola Solutions Com New (MSI) | 0.0 | $386k | NEW | 1.0k | 383.32 |
|
| Wisdomtree Tr Us Midcap Fund (EZM) | 0.0 | $386k | 5.8k | 66.80 |
|
|
| MetLife (MET) | 0.0 | $384k | 4.9k | 78.94 |
|
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $380k | 3.3k | 113.92 |
|
|
| Vanguard World Esg Us Corp Bd (VCEB) | 0.0 | $378k | +21% | 5.9k | 63.63 |
|
| MasTec (MTZ) | 0.0 | $372k | -6% | 1.7k | 217.37 |
|
| Intuit (INTU) | 0.0 | $372k | -7% | 561.00 | 662.42 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $357k | +8% | 4.4k | 81.17 |
|
| Equifax (EFX) | 0.0 | $350k | 1.6k | 216.98 |
|
|
| Norfolk Southern (NSC) | 0.0 | $348k | 1.2k | 288.72 |
|
|
| Waste Management (WM) | 0.0 | $347k | 1.6k | 219.71 |
|
|
| Philip Morris International (PM) | 0.0 | $345k | 2.1k | 160.40 |
|
|
| Micron Technology (MU) | 0.0 | $341k | NEW | 1.2k | 285.41 |
|
| Nushares Etf Tr Nuveen Esg Midvl (NUMV) | 0.0 | $337k | 8.6k | 39.10 |
|
|
| PNC Financial Services (PNC) | 0.0 | $310k | 1.5k | 208.73 |
|
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $307k | 11k | 27.21 |
|
|
| Vanguard Admiral Fds Smlcp 600 Val (VIOV) | 0.0 | $306k | 3.1k | 97.76 |
|
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.0 | $302k | +12% | 6.1k | 49.46 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $300k | +7% | 4.1k | 73.56 |
|
| Southstate Bk Corp (SSB) | 0.0 | $296k | 3.1k | 94.11 |
|
|
| Edwards Lifesciences (EW) | 0.0 | $289k | -5% | 3.4k | 85.25 |
|
| Spdr Series Trust State Street Spd (TFI) | 0.0 | $289k | +39% | 6.3k | 45.71 |
|
| Travelers Companies (TRV) | 0.0 | $288k | 992.00 | 290.06 |
|
|
| Vanguard World Materials Etf (VAW) | 0.0 | $285k | 1.4k | 207.55 |
|
|
| Corteva (CTVA) | 0.0 | $283k | 4.2k | 67.03 |
|
|
| Spdr Series Trust State Street Spd (SLYG) | 0.0 | $279k | 3.0k | 94.19 |
|
|
| Lockheed Martin Corporation (LMT) | 0.0 | $275k | -6% | 568.00 | 483.67 |
|
| Vulcan Materials Company (VMC) | 0.0 | $271k | -9% | 949.00 | 285.22 |
|
| Chubb (CB) | 0.0 | $271k | -4% | 867.00 | 312.12 |
|
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.0 | $270k | +11% | 5.6k | 47.85 |
|
| Nucor Corporation (NUE) | 0.0 | $269k | 1.7k | 163.11 |
|
|
| Brown Forman Corp CL B (BF.B) | 0.0 | $267k | -11% | 10k | 26.06 |
|
| S&p Global (SPGI) | 0.0 | $265k | -2% | 507.00 | 522.59 |
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.0 | $264k | 2.0k | 129.16 |
|
|
| IDEXX Laboratories (IDXX) | 0.0 | $258k | 382.00 | 676.53 |
|
|
| Nushares Etf Tr Nuveen Esg Midcp (NUMG) | 0.0 | $256k | 5.4k | 47.74 |
|
|
| Vanguard World Energy Etf (VDE) | 0.0 | $254k | 2.0k | 125.92 |
|
|
| Fidus Invt (FDUS) | 0.0 | $251k | 13k | 19.30 |
|
|
| Cardinal Health (CAH) | 0.0 | $247k | NEW | 1.2k | 205.50 |
|
| McKesson Corporation (MCK) | 0.0 | $240k | NEW | 292.00 | 820.29 |
|
| FedEx Corporation (FDX) | 0.0 | $234k | -20% | 810.00 | 288.95 |
|
| Dollar Tree (DLTR) | 0.0 | $231k | NEW | 1.9k | 123.01 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $229k | -59% | 2.8k | 82.82 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $228k | +33% | 1.4k | 162.63 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $226k | +2% | 1.5k | 148.98 |
|
| Ncino (NCNO) | 0.0 | $225k | NEW | 8.8k | 25.64 |
|
| Yum China Holdings (YUMC) | 0.0 | $224k | -2% | 4.7k | 47.74 |
|
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $224k | NEW | 3.2k | 69.40 |
|
| Curtiss-Wright (CW) | 0.0 | $221k | NEW | 400.00 | 551.27 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $217k | 2.6k | 83.61 |
|
|
| Emerson Electric (EMR) | 0.0 | $211k | -5% | 1.6k | 132.72 |
|
| Select Sector Spdr Tr State Street Ene (XLE) | 0.0 | $206k | +101% | 4.6k | 44.71 |
|
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $205k | NEW | 1.2k | 168.77 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $205k | NEW | 2.3k | 89.47 |
|
Past Filings by Bragg Financial Advisors
SEC 13F filings are viewable for Bragg Financial Advisors going back to 2010
- Bragg Financial Advisors 2025 Q4 filed Feb. 13, 2026
- Bragg Financial Advisors 2025 Q3 filed Nov. 13, 2025
- Bragg Financial Advisors 2025 Q2 filed Aug. 14, 2025
- Bragg Financial Advisors 2025 Q1 filed May 14, 2025
- Bragg Financial Advisors 2024 Q4 filed Feb. 13, 2025
- Bragg Financial Advisors 2024 Q3 filed Nov. 14, 2024
- Bragg Financial Advisors 2024 Q2 filed Aug. 15, 2024
- Bragg Financial Advisors 2024 Q1 restated filed May 14, 2024
- Bragg Financial Advisors 2024 Q1 filed May 14, 2024
- Bragg Financial Advisors 2023 Q3 filed Nov. 14, 2023
- Bragg Financial Advisors 2023 Q2 filed Aug. 15, 2023
- Bragg Financial Advisors 2023 Q1 filed May 15, 2023
- Bragg Financial Advisors 2022 Q4 filed Feb. 15, 2023
- Bragg Financial Advisors 2022 Q3 filed Nov. 14, 2022
- Bragg Financial Advisors 2022 Q2 filed Aug. 15, 2022
- Bragg Financial Advisors 2022 Q1 filed May 11, 2022